SP PARTNERS

CLINTON, New Jersey·3 registered advisors·CRD# 161483
SEC# 801-736131908-735-0448
01

Firm Overview

AUM
$27M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: EXPENSES REIMBURSED BY FUND
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at SP PARTNERS

3 registered advisors
Deborah Ann Miller
CLINTON, New Jersey
Marvin E Lesser
CLINTON, New Jersey
Michael Douglas Young
CLINTON, New Jersey
05

Office Locations

CLINTON, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. SP PARTNERS (CRD# 161483) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.